Updates

Important Health Insurance Deadlines Coming Up  November 23, 2016 by Jonathan Harrison, CFP®

Important Health Insurance Deadlines Coming Up What to do about open enrollment and Medicare With the election of Donald Trump and Republican majorities in both houses of Congress, the future of healt…

Two Questions for Greater Contentment  November 16, 2016 by Jonathan Harrison, CFP®

Each November, as Thanksgiving approaches, my wife encourages everyone in our family to name one thing we’re thankful for each night at the dinner table. It helps our family focus on gratitude and g…

Top Tax Tips for 2016  October 27, 2016 by Jonathan Harrison, CFP®

Many people think about taxes in the Spring (when they’re due) or in December (when it may be too late to do anything meaningful). If you believe you pay too much in taxes, now is the time to make c…

Five Ways Building Wealth is like Running a Marathon  October 24, 2016 by Jonathan Harrison, CFP®

This past weekend, I crossed a major item off my bucket list: I finished my first marathon. The training took months. It affected everything in my life for awhile (as my wife would attest). As I was …

2016 Senior Care Symposium  October 3, 2016 by Matt Syverson, CFP®

Navigating the finances and living arrangements for seniors As you journey toward and through your "golden years", are you wondering about how to care for yourself or your aging loved ones? Join us o…